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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,519 | $92,219-48.5% | $76,768-38.1% | $135,379-64.9% |
| Participation rate | 63.6% | 79.8%-16.1pp | 77.0%-13.3pp | 82.6%-19.0pp |
| Annual return | -11.06% | 5.46%-16.5pp | 2.43%-13.5pp | 519.79%-530.8pp |
| Employer contribution / active EE | $1,545 | $3,216-51.9% | $2,485-37.8% | $4,779-67.7% |
| Participant deferral / active EE | $3,461 | $4,508-23.2% | $3,852-10.1% | $5,609-38.3% |
| Admin fee / account holder | $14,437 | $10,749+34.3% | $6,675+116.3% | $10,828+33.3% |